Customer Purchase History

Customer Purchase History

I just recently purchased Sage Act 2012 and am trying to figure out how to enter customer purchases so I can have it in their history. So far no one has answered my question except someone in sales told me you can only do it through invoicing, which I can't seem to find when I am opened to a contact. Can anybody help?

Re: Customer Purchase History

I have quickbooks pro which I had thought about using but thought that Sage Act would give me more details and options. What good is Sage if i have to enter the informations somewhere else to have appear?

Re: Customer Purchase History

IMHO there are two way you can do this in ACT without any other software. Some here have mentioned using an accounting software and this may be an option depending on:

a) What type of info do you want to record?

b) Why are you not considering using an accounting software?

So here are two options:

1. Create a new Activity type called purchase and then if you do a record history you will be able to select your new history type and put in the details. To test this do a record history and select Personal Activity and then see what else is recorded.

2. Create a new opportunity and make it closed won and you can then record what other details you want about the particular purchase.

Happy to comment further via email offline or schedule a remote session to work with you on this.

One other alternative is to use one of the custom designer tools but in general this will not put the transaction in history.

Re: Customer Purchase History

If you want to have the product and inventory database then the only way is going to be to build something using the customm tables where there are a number of optilons from Topline and Durkin.

I have built many of these types of additions and you will need to get very specific about your requirements and it might be better to purchase one of the Accounting products like quickbooks and then use one of the linking products to link the two together.

Re: Customer Purchase History

Look at Quotewerks (www.quotewerks.com) gives you a product database, pulls contacts from ACT, saves histories, Sales Opportunities back to ACT as well as the finished quote. Send out via outlook (creates a pdf and attaches to email), Then exports quotes and purchase orders to Quickbooks.